Added to YB: 2024-02-20
Pitch date: 2024-02-19
AMD [bullish]
Advanced Micro Devices, Inc.
+23.16%
current return
Author Info
Company Info
Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. It operates in three segments: Data Center, Client and Gaming, and Embedded.
Market Cap
$360.0B
Pitch Price
$171.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.04
P/E
115.77
EV/Sales
11.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$AMD: A Misunderstood Roadmap
AMD leveraging all segments for AI growth. Chiplet design enables diverse AI integration. Datacenter +38% YoY to $2.3B, client +62% to $1.5B. Cyclical headwinds in embedded & gaming, but strong balance sheet. Datacenter GPU to top $3.5B by 2024. Chiplet-based AI products offer memory advantage. Ryzen AI PCs add to gaming & embedded. Strong roadmap positions AMD for significant future growth.
Read full article (5 min)